1. Click on the ‘Start New Report’ button (if you have used a report type before it will be stored as a frequently used report and displayed. You are able to select from this list to start that report type).
2. Click on the report that you wish to submit (depending on the organisation there might be several reports to choose from or only one)
3. Click on the ‘Start’ button
Depending on the report and organisation each report type can be configured differently. Usually, each report follows through several phases, these phases can be made mandatory (Capture, Classify, and Close phases are system set to be mandatory) or optional..
A ‘Capture’ phase - the ability to capture information about this specific event or occurrence. Once submitted the safety report becomes a safety case.
A ‘Classify’ phase - this can incorporate two or three separate phases depending on site configuration and allows a Safety Manager to classify, or assess a case via classification & investigation
An ‘Act’ phase - the ability to capture Actions associated with this safety case
A ‘Monitor’ phase - the ability to monitor this safety case
A ‘Close’ phase - this is where a safety case is closed
Phases for each report and client can be configured but at the very least will contain a capture phase, an assess phase and a close phase. Phases can also be configured as a mandatory phase or an optional phase.
Capture Phase
The capture phase is where specific information is collected relating to this specific event or occurrence. The details entered in this area will allow the Safety Manager to Assess and classify this event or occurrence when it moves through to the assess phase, so it is important that it contains as much information as possible.
Reports will contain.
- A report number.
- Information relating to the type of form that is being completed
- A report title.
- A date and time area
- Aircraft details or registration area (configuration dependent)
- Event location
- A description area
Depending on the report type it may also contain a fatigue area and an MOR (Mandatory Occurrence Report) flag area.
Some reports may contain additional check boxes, when clicked these boxes enable additional sections of this report to become viewable.
Any box that has a ‘orange / gold indicator’ is a mandatory box that must be completed before submitting the report.
4. Once all mandatory areas have been completed clicking on the ‘Finish and Submit’ area will provide the ability to submit this report
5. Click on the ‘Submit’ button
A confirmation that the report has been submitted is displayed.
There is an area for any attachments at the bottom of the page.
Once a report is submitted the Safety Manager will receive an email notification alongside Centrik system notification. The submitter will also be able to view the progress of their submitted safety case.